UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$674M
2
+$629M
3
+$454M
4
ROK icon
Rockwell Automation
ROK
+$420M
5
WPZ
Williams Partners L.P.
WPZ
+$369M

Top Sells

1
+$294M
2
+$278M
3
+$275M
4
UPS icon
United Parcel Service
UPS
+$237M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.69%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$1.25M ﹤0.01%
38,464
+12,002
2627
$1.25M ﹤0.01%
40,585
-38,846
2628
$1.25M ﹤0.01%
30,757
+1,247
2629
$1.25M ﹤0.01%
104,455
-1,656
2630
$1.25M ﹤0.01%
48,657
-4,350
2631
$1.25M ﹤0.01%
49,621
+2,848
2632
$1.25M ﹤0.01%
27,248
+3,572
2633
$1.25M ﹤0.01%
106,510
+32,397
2634
$1.24M ﹤0.01%
22,915
+3,392
2635
$1.24M ﹤0.01%
63,618
-171,699
2636
$1.24M ﹤0.01%
10,551
+1,285
2637
$1.24M ﹤0.01%
76,706
-5,320
2638
$1.24M ﹤0.01%
+31,159
2639
$1.24M ﹤0.01%
31,265
-44,496
2640
$1.23M ﹤0.01%
125,760
+58,467
2641
$1.23M ﹤0.01%
23,926
+1,384
2642
$1.23M ﹤0.01%
69,753
-21,379
2643
$1.23M ﹤0.01%
14,454
-12,922
2644
$1.23M ﹤0.01%
28,632
+411
2645
$1.23M ﹤0.01%
48,038
+45,002
2646
$1.23M ﹤0.01%
25,131
+3,321
2647
$1.22M ﹤0.01%
86,990
-16,110
2648
$1.22M ﹤0.01%
37,143
-562
2649
$1.22M ﹤0.01%
73,626
+23,124
2650
$1.22M ﹤0.01%
34,423
-34,291
104 105
106
107 108